iShares S&P 500 Value Index shares owned by Appleton Partners
Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by Appleton Partners
from 13F filings
Historical chart of Appleton Partners investment in iShares S&P 500 Value Index
Tip: Access up to 7 years of quarterly data
All positions including iShares S&P 500 Value Index held by Appleton Partners consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in iShares S&P 500 Value Index by Appleton Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $452k | 2.2k | 206.39 |
| 2025-06-30 | $428k | 2.2k | 195.43 |
| 2025-03-31 | $417k | 2.2k | 190.41 |
| 2024-12-31 | $418k | 2.2k | 190.87 |
| 2024-09-30 | $253k | 1.3k | 197.19 |
| 2024-06-30 | $241k | 1.3k | 182.16 |
| 2024-03-31 | $247k | 1.3k | 186.70 |
| 2023-12-31 | $247k | 1.4k | 173.58 |
| 2023-09-30 | $222k | 1.4k | 153.85 |
| 2023-06-30 | $269k | 1.7k | 161.17 |
| 2023-03-31 | $256k | 1.7k | 152.02 |
| 2022-12-31 | $244k | 1.7k | 144.89 |
| 2022-09-30 | $216k | 1.7k | 128.27 |
| 2022-06-30 | $218k | 1.6k | 137.63 |
| 2022-03-31 | $247k | 1.6k | 155.93 |
| 2021-12-31 | $248k | 1.6k | 156.57 |
| 2021-09-30 | $230k | 1.6k | 145.20 |
| 2021-06-30 | $234k | 1.6k | 147.73 |
| 2021-03-31 | $229k | 1.6k | 141.01 |
| 2020-12-31 | $208k | 1.6k | 128.08 |
| 2020-09-30 | $370k | 3.3k | 112.43 |
| 2020-06-30 | $356k | 3.3k | 108.17 |
| 2020-03-31 | $319k | 3.3k | 96.20 |
| 2019-12-31 | $414k | 3.2k | 129.94 |
| 2019-09-30 | $380k | 3.2k | 119.27 |
| 2019-06-30 | $400k | 3.4k | 116.45 |